See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,726 | $209,411-81.5% | $178,490-78.3% | $158,922-75.6% |
| Participation rate | 53.8% | 86.3%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 23.01% | 188.75%-165.7pp | 151.07%-128.1pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,245 | $5,706-78.2% | $5,011-75.2% | $4,761-73.9% |
| Participant deferral / active EE | $2,435 | $5,954-59.1% | $5,202-53.2% | $5,982-59.3% |
| Admin fee / account holder | $16 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |